Equity & Trading

Equity trading is always seen as risk rewarding financial avenue. We act as a catalyst in this industry and assist our clients to manage their account & Portfolio on their own by providing them well equipped technological support along with expert research and required infrastructure.

Mutual Fund

Mutual fund is a vehicle to mobilize money from investors, to invest in different markets and securities, in line with the investment objectives agreed upon, between the mutual fund and the investors. In other words, through investment in a mutual fund, an investor can get access to markets that may otherwise be unavailable to them and avail of the professional fund management services offered by an asset management company.

Mutual fund schemes announce their investment objective and seek investments from the investor. Depending on how the scheme is structured, it may be open to accept money from investors, either during a limited period only, or at any time.
The investment that an investor makes in a scheme is translated into a certain number of ‘Units’ in the scheme. Thus, an investor in a scheme is issued units of the scheme.

One can start their journey into this ,via route of SIP ,which would not require any prior experience in to the equity or debt market and no need to administer or manage on regular basis.

Mutual Fund Quotation
Fixed Income
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New to Mutual Fund, Register below !

Register for online access

New Mutual Fund Investors, access the convenience of :

  1. Lumpsum Purchase
  2. SIP , STP , SWP
  3. Switch
  4. Redemption
  5. Portfolio view and Performance

All will be on your fingertips. Just register and Rule your investments along with our 24/7 online & offline support.

For any issues contact our admin at admin@lakshyawealth.com.

Tax Free Bonds ,Government Securities & Fixed Deposits

We offer Government Bonds & other Fixed Income Instruments for Retail as well as Institutions at very attractive rates.
Contact our representative for latest Quotations:

Sample quotation
Muthoot Finance NCD

Life /Non-Life Insurance

Insurance is a contract, represented by a policy, in which an individual or entity receives financial protection or reimbursement against losses from an insurance company. The company pools clients' risks to make payments more affordable for the insured.

Insurance policies are used to hedge against the risk of financial losses, both big and small, that may result from damage to the insured or her property, or from liability for damage or injury caused to a third party.

Insurance Policy Components

When choosing a policy, it is important to understand how insurance works.


A policy's premium is its price, typically expressed as a monthly cost. The premium is determined by the insurer based on your or your business's risk profile, which may include creditworthiness. For example, if you own several expensive automobiles and have a history of reckless driving, you will likely pay more for an auto policy than someone with a single mid-range sedan and a perfect driving record. However, different insurers may charge different premiums for similar policies. So finding the price that is right for you requires some legwork.

Policy Limit

The policy limit is the maximum amount an insurer will pay under a policy for a covered loss. Maximums may be set per period (e.g., annual or policy term), per loss or injury, or over the life of the policy, also known as the lifetime maximum.

Typically, higher limits carry higher premiums. For a general life insurance policy, the maximum amount the insurer will pay is referred to as the face value, which is the amount paid to a beneficiary upon the death of the insured.


The deductible is a specific amount the policy-holder must pay out-of-pocket before the insurer pays a claim. Deductibles serve as deterrents to large volumes of small and insignificant claims. Deductibles can apply per-policy or per-claim depending on the insurer and the type of policy. Policies with very high deductibles are typically less expensive because the high out-of-pocket expense generally results in fewer small claims.

Point to note:

With regard to health insurance, people who have chronic health issues or need regular medical attention should look for policies with lower deductibles. Though the annual premium is higher than a comparable policy with a higher deductible, less expensive access to medical care throughout the year may be worth the trade-off.